Musings on Markets
AUGUST 15, 2023
As the risk-free rate rises, expected returns on equities will be pushed up, and holding all else constant, stock prices will go down., and the reverse will occur, when risk-free rates drop.
Barry Ritholtz
FEBRUARY 21, 2023
And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. That means a low hurdle rate. So we’re probably a lot more patient, but at the same time, you know, highly educated in the questions we ask.
Barry Ritholtz
MAY 21, 2024
And so I went to business school, I decided to go to business school, get that formal education. And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years. But now we’re back to a more normal hurdle rate. 5% interest rates is not super high.
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